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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,463 | $180,459+138.5% | $154,108+179.3% | $135,380+218.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.53% | 888.21%-881.7pp | 735.21%-728.7pp | 519.81%-513.3pp |
| Employer contribution / active EE | $3,909 | $6,035-35.2% | $5,298-26.2% | $4,779-18.2% |
| Participant deferral / active EE | $7,695 | $5,806+32.5% | $5,081+51.5% | $5,609+37.2% |
| Admin fee / account holder | $4,037 | $16,145-75.0% | $13,411-69.9% | $10,828-62.7% |